Unlock your practice’s full potential with tax planning tools that scale your services, power processes, and enhance the value you deliver to clients.
Attract the next generation of recruits and customers with a tech-forward advisory approach that embraces consulting.
Give clients a side-by-side comparison of projected tax outcomes versus actual results for highlighted savings.
Maximize recurring revenue through ongoing tax planning services that extend beyond tax season.
Tax season should be a boon, not a burden.
Our advanced OCR technology reads an entire tax return and creates a customized, white-labeled Tax Report with relevant observations in just seconds. From detailed tax bracket breakdowns to capital gains analysis, Holistiplan gives you a comprehensive overview that equips you to engage your clients in meaningful, productive conversations.
Model personalized scenarios for every stage of a client’s life with Holistiplan’s Instant Scenario Analysis. Instantly identify tax planning opportunities like Roth conversions, tax-efficient withdrawals, charitable giving, and more.
Demonstrate the impact of $1,000 increments on client income or capital gains projections.
Leverage models for a range of scenarios from retirement planning to equity compensation strategies.
Discover eligibility age requirements and donation limits for Qualified Charitable Distributions.
Guide clients on maximizing contributions and understanding the potential of Donor Advised Funds.
Explore essential insights on ROTH conversions, including tax benefits and rate of return projections.
Demonstrate the impact of $1,000 increments on client income or capital gains projections.
Leverage models for a range of scenarios from retirement planning to equity compensation strategies.
Discover eligibility age requirements and donation limits for Qualified Charitable Distributions.
Guide clients on maximizing contributions and understanding the potential of Donor Advised Funds.
Explore essential insights on ROTH conversions, including tax benefits and rate of return projections.
Try Holistiplan free for seven days or connect with a member of our team to catch a quick demo.
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